gizmoduck/tests/test_reconciliation_views.py

"""Synthetic end-to-end checks for the owner reconciliation pages."""

from datetime import date
from decimal import Decimal

import pytest
from django.test import Client
from django.urls import reverse

from finance.models import AuditEvent, ReconciliationCheckpoint
from finance.services import (
    Actor,
    archive,
    create_account,
    create_reconciliation_checkpoint,
    record_transaction,
)


pytestmark = pytest.mark.django_db(transaction=True)
SETUP_ACTOR = Actor(kind="AGENT", identifier="synthetic-reconciliation-view-test")
AS_OF_DATE = date(2026, 9, 1)


def account(name="Synthetic reconciliation bank"):
    return create_account(
        name=name,
        kind="BANK",
        currency="BRL",
        actor=SETUP_ACTOR,
    )


def post(target, amount, *, posting_date=AS_OF_DATE, kind="EXPENSE"):
    return record_transaction(
        account_id=target.pk,
        amount=Decimal(amount),
        posting_date=posting_date,
        kind=kind,
        actor=SETUP_ACTOR,
    )


def checkpoint(target, institution_balance):
    return create_reconciliation_checkpoint(
        account_id=target.pk,
        as_of_date=AS_OF_DATE,
        institution_balance=Decimal(institution_balance),
        actor=SETUP_ACTOR,
    )


def test_reconciliation_is_linked_and_landing_form_lists_only_active_accounts(client):
    active = account("Synthetic active bank")
    archived = account("Synthetic archived bank")
    checkpoint(active, "0.00")
    archive(archived, actor=SETUP_ACTOR)

    navigation_page = client.get(reverse("transaction-list"))
    response = client.get(reverse("reconciliation-index"))

    assert navigation_page.status_code == 200
    assert f'href="{reverse("reconciliation-index")}">Reconciliation</a>' in navigation_page.content.decode()
    assert response.status_code == 200
    body = response.content.decode()
    assert "<h1>Reconciliation</h1>" in body
    assert f'<option value="{active.pk}">Synthetic active bank</option>' in body
    assert str(archived.pk) not in body
    assert "Latest reconciliation status" in body
    assert "Reconciled" in body
    assert reverse("reconciliation-history", args=[active.pk]) in body


def test_preview_renders_ledger_balance_and_difference_without_writing(client):
    bank = account()
    post(bank, "100.00", kind="OPENING", posting_date=date(2026, 8, 31))
    post(bank, "-40.00")

    response = client.post(
        reverse("reconciliation-index"),
        {
            "action": "preview",
            "account": bank.pk,
            "as_of_date": "2026-09-01",
            "institution_balance": "0.00",
        },
    )

    assert response.status_code == 200
    body = response.content.decode()
    assert "Preview" in body
    assert "Ledger balance" in body and "60.00 BRL" in body
    assert "Difference" in body and "-60.00 BRL" in body
    assert 'name="action" value="confirm"' in body
    assert ReconciliationCheckpoint.objects.count() == 0


def test_confirm_revalidates_and_service_snapshots_fresh_ledger_then_redirects(client):
    bank = account()
    post(bank, "-40.00")

    preview = client.post(
        reverse("reconciliation-index"),
        {
            "action": "preview",
            "account": bank.pk,
            "as_of_date": "2026-09-01",
            "institution_balance": "-40.00",
        },
    )
    assert preview.status_code == 200
    assert "0.00 BRL" in preview.content.decode()

    post(bank, "-2.00")
    response = client.post(
        reverse("reconciliation-index"),
        {
            "action": "confirm",
            "account": bank.pk,
            "as_of_date": "2026-09-01",
            "institution_balance": "-40.00",
            "ledger_balance": "999999.00",
            "difference": "999999.00",
        },
    )

    saved = ReconciliationCheckpoint.objects.get()
    assert response.status_code == 302
    assert response.url == reverse("reconciliation-history", args=[bank.pk])
    assert saved.ledger_balance_at_creation == Decimal("-42.00")
    assert saved.difference_at_creation == Decimal("2.00")
    event = AuditEvent.objects.get(
        operation="reconciliation_checkpoint.created",
        target_id=saved.pk,
    )
    assert (event.actor_kind, event.actor_identifier) == ("HUMAN", "local-owner")


@pytest.mark.parametrize(
    ("field", "value", "expected_error"),
    [
        ("as_of_date", "not-a-date", "Enter a valid date."),
        ("institution_balance", "not-money", "Enter a number."),
        ("institution_balance", "1.001", "Ensure that there are no more than 2 decimal places."),
    ],
)
def test_malformed_values_show_field_errors_without_writing(
    client, field, value, expected_error
):
    bank = account()
    payload = {
        "action": "confirm",
        "account": bank.pk,
        "as_of_date": "2026-09-01",
        "institution_balance": "0.00",
    }
    payload[field] = value

    response = client.post(reverse("reconciliation-index"), payload)

    assert response.status_code == 200
    assert expected_error in response.content.decode()
    assert field in response.context["form"].errors
    assert ReconciliationCheckpoint.objects.count() == 0


def test_reconciliation_confirmation_requires_csrf():
    bank = account()
    guarded = Client(enforce_csrf_checks=True)

    response = guarded.post(
        reverse("reconciliation-index"),
        {
            "action": "confirm",
            "account": bank.pk,
            "as_of_date": "2026-09-01",
            "institution_balance": "0.00",
        },
    )

    assert response.status_code == 403
    assert ReconciliationCheckpoint.objects.count() == 0


def test_archived_account_confirmation_fails_safely_without_writing(client):
    archived = account()
    archive(archived, actor=SETUP_ACTOR)

    response = client.post(
        reverse("reconciliation-index"),
        {
            "action": "confirm",
            "account": archived.pk,
            "as_of_date": "2026-09-01",
            "institution_balance": "0.00",
        },
    )

    assert response.status_code == 200
    body = response.content.decode()
    assert "Select a valid choice." in body
    assert "synthetic_private" not in body
    assert ReconciliationCheckpoint.objects.count() == 0


def test_history_keeps_corrected_same_date_snapshots_and_shows_live_drift(client):
    bank = account()
    post(bank, "-40.00")
    first = checkpoint(bank, "-39.25")
    correction = checkpoint(bank, "-40.00")
    post(bank, "-2.00")
    archive(bank, actor=SETUP_ACTOR)

    response = client.get(reverse("reconciliation-history", args=[bank.pk]))

    assert response.status_code == 200
    body = response.content.decode()
    assert "Synthetic reconciliation bank" in body
    assert "Archived" in body
    assert "Institution balance" in body
    assert "Snapshot ledger balance" in body
    assert "Snapshot difference" in body
    assert "Live ledger balance" in body
    assert "Live difference" in body
    assert "Changed since reconciliation" in body
    assert "Difference" in body
    assert "-42.00 BRL" in body
    assert "2.00 BRL" in body
    assert "2.75 BRL" in body
    assert [row.checkpoint_id for row in response.context["history"]] == [
        correction.pk,
        first.pk,
    ]